Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,733,663
+$4,554,474 QoQ
Shares Held
25,264
+306.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $7,213,733,945 across 46 Specialty Industrial Machinery names. IEX ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,350,762 | $1,586,956,237 | |
| 2 | IR |
Ingersoll Rand Inc.
|
15,442,960 | $1,266,168,284 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,196,572 | $1,170,391,000 | |
| 4 | OTIS |
Otis Worldwide Corp
|
11,784,188 | $843,747,856 | |
| 5 | ETN |
Eaton Corp plc
|
1,206,426 | $514,082,241 | |
| 6 | DOV |
DOVER Corp
|
1,647,058 | $369,402,164 | |
| 7 | AME |
Ametek Inc/
|
1,306,458 | $316,084,444 | |
| 8 | XYL |
Xylem Inc.
|
1,969,559 | $232,821,563 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,733,663 | 25,264 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,179,189 | 6,221 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,160,878 | 6,524 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,321,608 | 8,120 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,357,328 | 7,731 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,373,015 | 7,587 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,495,375 | 7,145 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $43,631,873 | 203,412 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $40,538,176 | 201,482 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $48,172,474 | 197,412 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $42,839,926 | 197,319 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $38,425,244 | 184,719 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $39,966,246 | 185,665 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $47,870,800 | 207,206 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $48,737,721 | 213,453 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $42,195,928 | 211,138 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,479,294 | 200,844 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $32,984,077 | 172,034 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $39,205,014 | 165,898 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $32,587,173 | 157,464 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $30,486,606 | 138,544 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $50,907,250 | 243,203 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $47,517,367 | 238,541 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $36,362,154 | 199,343 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $46,936,299 | 296,990 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,672,066 | 301,731 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||